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| Aull & Monroe Investment Management Corp
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|---|---|
| CRD # | 104830 |
| SEC # | 801-35841 |
| CIK # | 0001387615 |
| AUM | 323.2 M (2026-03-23) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 251-342-3339 |
| Address | 3658 College Ln S Mobile, AL 36608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 17.3 | ||
| Lilly Eli & Co | 11.2 | ||
| Seagate Technology PLC | 10.6 | ||
| Deere & Co | 7.9 | ||
| Johnson & Johnson | 7.8 | ||
| Southern Co | 7.5 | ||
| Corning Inc /NY | 7.3 | ||
| Cummins Inc | 6.8 | ||
| CSX Corp | 6.5 | ||
| Duke Energy Corp | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 35.1 |
| (b) Individuals (high net worth individuals) | 59 | 253.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 22.4 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 323.2 |
| By Discretionary | ||
| Discretionary | 417 | 323.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 323.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.2 | |
| Total | 417 | 323.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001387615] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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